Introduction to Mendeley Course

Transcription

1 Introduction to Mendeley Course Indra Lamoot IFPRI ESSP-II February, 2013 Addis Ababa 1

2 What is Mendeley? Mendeley is free software which provides reference management tools Other reference management software that you might know: Endnote, Zotero, Procite, Why this training? Using Mendeley will help you save time when preparing a paper. 2

3 What is Mendeley? It allows users to manage references manage PDFs generate citations generate reference lists share references It is your digital library It is easy to manage 3

4 What will we learn in this course? Step 1: Create a reference database Step 2: Manage your database Step 3: Make reference lists and generate in-text citations Step 4: Share references Step 5: Access to your library online 4

5 Download Mendeley Desktop Create a database of references Accessible at your desktop and from wherever online 5

6 Create a database of references Some of the possibilities to add entries in your database: 1) Add Files: Select the files (pdfs, or for example citation files) to be inserted 2) Add Folder: Select a folder you want to import (for example the folder where you store relevant articles) 3) Watch Folder: Select a folder and any new pdfs in this folder will be inserted into Mendeley automatically 4) Add entry manually: for example when you do not have the pdf of the article, only the reference 6

7 Create a database of references Some of the possibilities to add entries in your database: citation files You find a interesting reference online, but the pdf is not accessible for free You can download the citation (for example as BibTex or RIS format) and then insert it in Mendeley (Add Files) 7

8 Create a database of references Some of the possibilities to add entries in your database: citation files You find a interesting reference online, but the pdf is not accessible for free You can download the citation (for example as BibTex or RIS format) and then insert it in Mendeley (Add Files) 8

9 Create a database of references Some of the possibilities to add entries in your database: Import all (or a selection of) references from your Endnote database 1. In EndNote, select the references that you want to import into Mendeley Desktop, and click File > Export In the window that appears, there is a box labeled 'Files of type:', in that box select 'XML (*.xml)' 3. Choose a name for the file and click the 'Save' button 4. Open Mendeley Desktop and click Add Files 5. Select the file which you exported from EndNote and click Open 9

10 Create a database of references Exercise 1) Import at least 10 pdf s stored on your pc into your library (preferably at least one that you are citing in one of your papers in progress) 2) Make a folder on your computer watched by Mendeley, so all newly added pdf s or citation files will automatically be added to your database 3) Add a new pdf to the folder and check if it is added to your Mendeley library 10

11 Manage your database The next step is to manage your database. You have to make it ready for citations. A clean database is crucial for the use of it! Thus, check your newly inserted references and make the information correct. Especially files added as pdf s need some clean-up. Find your recently added references under Recently Added 11

12 Manage your database Differentiate between books, journal articles, book sections, conference proceedings, working papers, etc, as these different types of references are often requested in a different way in reference lists! For example, reference list in IFPRI publications: Byerlee, D., and C. K. Eicher Africa s Emerging Maize Revolution. Boulder, CO: Lynne Rienner. Diao, X., and A. N. Pratt Growth options and poverty reduction in Ethiopia An economy-wide model analysis. Food Policy 32 (2): Docquier, F., and H. Rapoport The Economics of Migrants Remittances. In Handbook of the Economics of Giving, Altruism, and Reciprocity. Vol. 2, edited by S.-C. Kolm and J. M. Ythier. Amsterdam: North Holland. 12

13 Manage your database Avoid that different spellings of one author name are used Useful tool for cleaning author names: Filter by Authors Drag the incorrect spelling into the correct spelling Click OK on the Confirmation window 13

14 Manage your database Create a folder to organize your database For example, a folder for all the articles you use for a paper, or a folder with all the ESSP Working Papers 14

15 Manage your database Search Mark as Favorites, Read/Unread 15

16 Manage your database Add highlights and notes to your PDFs 16

17 Manage your database Exercise 1) Check the details of your 10 inserted pdf s. Correct? 2) Correct the information if needed 3) Create a folder for a paper that you are currently working on 4) Drag selected references from your library to that folder 17

18 Manage your database Mendeley can store your PDFs in a clear way 1. Tools>>Options 2. In the box, Select File Organizer 3. Select Organize my files>>browse for a folder where you want to store your PDFs 4. Select Rename document files>>choose how you want to name your PDFs 18

19 Manage your database Mendeley can store your PDFs in a clear way The result will look like this 19

20 Make your reference list The next step is that you want to use your library for citation. You are finalizing your paper to submit it to a journal No longer type reference lists or copy and paste from other lists, but make your reference list in a few steps! 2 ways: 1) Select your references in Mendeley Desktop, Copy, and Paste the selection in Word where you want your reference list 2) Integrate Mendeley in Microsoft Word and create automatic in-text citations and reference lists 20

21 Make your reference list 1) Select your references in Mendeley Desktop, Copy, and Paste the selection in Word where you want your reference list You want to submit a paper to American Journal of Agricultural Economics. On their site you find that they follow the Chicago Manual of Style 1. Select the citation style in Mendeley: View>>Citation Style>>More Styles>>Get More Styles>>Select it from the more than 2500 styles Unfortunately, not all styles are available, but you can or download styles or adapt a style to your wishes using the citation style editor 2. Copy your selected references in Mendeley 3. Paste them in Word Your reference list is ready (or almost ) 21

22 Make your reference list 2) Integrate Mendeley in Microsoft Word and create automatic in-text citations and reference lists 1. Install the Mendeley Word plug-in: Tools>>Install MS Word Plug-In 2. Open your document in Microsoft Word 3. Choose the citation style: References>>Style>>Click the style you want to use 22

23 Make your reference list 2) Integrate Mendeley in Microsoft Word and create automatic in-text citations and reference lists. 4. Insert an in-text citation: References>>Insert Citation>>search for example by author in the appearing box>>select the reference>>ok 5. Repeat that for all your citations 23

24 Make your reference list 2) Integrate Mendeley in Microsoft Word and create automatic in-text citations and reference lists. 6. Insert your reference list: References>>Insert Bibliography 24

25 Make your reference list Exercise 1) Open Word and make a reference list of the 10 references that you added earlier to your library: Select>>Copy>>Paste 2) Change the Citation Style 3) Integrate Mendeley in Microsoft Word 4) Open a word doc and create (a) three in-text citations (b) the reference list 25

26 Share your references and PDFs Share your PDFs with or without your highlights and notes 26

27 Share your references and PDFs You have managed a collection of references in the correct way, so no need for your co-authors to repeat the same You create a group to share that collection with your colleagues. Or you and your co-authors are working together on the references You create a group to built the library together 27

28 Share your references and PDFs 1. Select Create Group 2. Public (share references) or Private (share references & PDFs) 3. Create Group 4. Invite people to your private group (max 5) 5. Drag references from My Library into the Group

29 Share your references and PDFs You can also Export your database or a selection of it 1. Select the references you want to export 2. File>>Export 3. In the window Export Selected Documents choose in which format you want to save it (BibTex, XML, RIS) 4. You can send this file to your colleagues 5. Your colleagues can import this file into Mendeley and enlarge their database with these references

30 Share your references and PDFs Exercise 1) Create a group with the co-authors of the paper you are currently working on. 2) Make a selection of references from your Library available for this group. 30

31 Access to your Mendeley Web Library Make your database and PDF s accessible to you from anywhere online (=your Mendeley Web Library) First, in Mendeley Desktop, activate the file synchronization feature 1. Make sure that All Documents is selected 2. Select Edit Settings 3. Adjust the settings to your needs. 4. Synchronize your library

32 Access to your Mendeley Web Library You can access and manage your database online via your Mendeley Web Library Sign in with your address and password at Find your references in My Library 32

33 your Mendeley Web Library You can edit your references online Click on the title of the reference Click on Edit document details For more fields, click Additional fields Edit the fields and save your edits 33

34 your Mendeley Web Library You can access and manage your groups online via your Mendeley Web library

35 Online - offline If you have made changes to your database via the online version, you should synchronize your desktop database with the online version. 35

36 There is a lot more But I hope this gives you a good start! Thank you 36

37 Useful information Useful links: The Mendeley Support Team Getting Started with Mendeley. Mendeley Desktop. London: Mendeley Ltd. Available in your Library when downloaded. 37